Plan Snapshot
- Plan Sponsor: Citgo Petroleum Corporation
- Sponsor EIN: 731173881
- Sponsor Address: PO BOX 4689, HOUSTON, TX, 772104689
- Plan Type: 401(k)
- Total Participants: 1,839
- Total Assets: $320.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,839 | $320.5M | $12.1M | $15.2M |
| 2023 | 1,809 | $290.0M | $11.1M | $13.6M |
| 2022 | 1,741 | $248.8M | $6.6M | $12.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS | NONE | $71,961 | — | $71,961 |
| FIIOC | NONE | $31,790 | — | $31,790 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS — NONE
- FIIOC — NONE
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,751
- Estimated Expense Ratio: 0.032% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $103,751 | $71,961 | — | — | — |
| 2023 | $78,524 | $50,386 | — | — | — |
| 2022 | $62,882 | $37,144 | — | — | — |